See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,095 | $154,228-68.2% | $145,433-66.2% | $137,256-64.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 18.05% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,571 | $4,804-46.5% | $4,554-43.6% | $4,156-38.1% |
| Participant deferral / active EE | $6,023 | $8,216-26.7% | $7,897-23.7% | $6,407-6.0% |
| Admin fee / account holder | $228 | $14,344-98.4% | $13,129-98.3% | $12,270-98.1% |